- The “Providing client” field in the letter options is now fully customizable if the preparer is providing their client with other services outside of the standard financial statements and tax return options

- Updated wording when preparing a Notice to Reader with either CPEM or PPM. Wording switches to "complete" instead of "compile" when financial statements are not selected

K5, KG, K9, KV – Debt notes

- Debt description now changes to past tense if the debt was repaid during the current year

TX – Income Taxes

- Added a new section for the calculation of capital loss carryback on a provincial level

JZPCCA, JZPCCB, JZPCC, JZPCD – Generic checklists

- Added to the checklists the support for folder functionality, so each section can be skipped if not in use or needed

- Options have been added to allow the user to select which columns clear on roll forward and which do not

BS, BS2, BS3 – Balance Sheets

- Added the ability to display the equity heading and a single equity line is desired

CL – Client Enclosure letter

- Dividend income to report – The amount of dividends to report can now be shown either with or without the amount of shares redeemed during the year

YC – Year-end checklist

- Revised the popup cell for “financial statements and tax returns” to work similar to the Engagement letter and Client Representation letter which now as "Provided client" field in the template options area

- Added the option to select number of copies for engagement and audit waiver (same code as Client Enclosure letter)

Jazzit

Our templates do not include the CaseWare® Working Papers software. You must have a valid license for CaseWare Working Papers in order to use our templates. CaseWare is a registered trademark of CaseWare International Inc. Please visit CaseWare's website for software licensing information.

Our templates do not include the CaseWare® Working Papers software. You must have a valid license for CaseWare Working Papers in order to use our templates. CaseWare is a registered trademark of CaseWare International Inc. Please visit CaseWare's website for software licensing information.